Creating Custom Forms

Last updated: October 31, 2025

Motive is excited to introduce our new Custom Form Creation Tool!


Now you can easily build forms for any purpose — whether it’s career applications, special promotions, or customer engagement through coupons. This guide will walk you through how to use the tool step by step.

Creating a Custom Form in Admin

  1. Access the Form Builder

    • In the Admin panel, navigate to Engagement → Forms.

    • Click Add Form in the top-right corner.

    • Enter a Form Name, then you’re ready to start building!

Building Your Form

  1. Add a Form Title
    Begin by entering a title for your form.

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  1. Add Form Fields
    You can add different types of fields to collect specific information.

  • Use custom blocks for common data like name, email, phone number, and address — these fields are pre-formatted for convenience.

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  • Add generic fields for custom inputs. You can configure these to accept text or numbers only.

    • On the right-hand side, set the label (this appears in the email submission) and the placeholder text (this shows users what to enter).

    • You can also mark a field as required so the form can’t be submitted without it.

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  1. Adjust Display Settings
    Below the “Required” checkbox, you’ll find Display Settings.

  • Here, you can adjust the field length for better layout and appearance.

  • For shorter text fields, use smaller widths to save space and improve design.

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  1. Map Fields to Your CRM (Optional)

  • If your form data will be sent to your CRM, select which CRM fields each form field should populate.

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  1. Add Additional Pages (Optional)

  • If your form becomes too long, you can create additional pages to make it easier for users to complete.

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  1. Add Dropdowns or Checkboxes

  • For selection options, add a dropdown field. Enter each option in the right-hand pane and click the plus (+) button to add it.

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  • You can also include checkboxes for single or multiple selections.

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Configuring Submission Settings

  1. Set the Email Destination

    • Click Settings (top left), then select Edit Lead Settings.

    • Choose how submissions are sent:

      • ADF format (for CRM systems, learn more here)

      • Plain text (for employee-facing emails)

      • Both, if needed.

    • If sending to multiple email addresses, separate them with commas.

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Publishing Your Form

  1. Publish and Add to a Page

    • When your form is ready, click Publish in the top-right corner.

    • To add the form to your website, go to Website → Pages.

    • Open the page where you want the form to appear.

    • Click Insert Element → Custom Form, then select your form from the list.

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